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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,778 | $201,372+63.3% | $184,260+78.4% | $145,884+125.4% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 26.52% | 29.04%-2.5pp | 28.84%-2.3pp | 551.85%-525.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,405 | $9,808-65.3% | $9,133-62.7% | $6,690-49.1% |
| Admin fee / account holder | $2,131 | $16,362-87.0% | $13,898-84.7% | $13,392-84.1% |